Noble Group Proposal

Onboarding New Advisors*:
4 session package = $1500 per advisor 

Support for advisors during the early stages of joining the firm—a time that often includes both professional adjustment and personal uncertainty. Coaching provides a confidential space for advisors to talk through the transition, regain their footing, and build confidence as they settle into the new environment. From there, we focus on developing strong client relationships and communication skills so they can guide clients with clarity and trust.

We will meet weekly for 1-hour, via Zoom or phone call (to be determined by the advisor.)

Advisors will have access to me via email Monday - Thursday throughout our . I will reply to all emails within 48 business hours.

*This package can either be for 1 month or we can stretch to 2 months.

Offboarding Existing Advisors: 
Three Packages Available

1 session package = $400.00 per advisor
2 session package = $750.00 per advisor
3 session package = $1050 per advisor

Coaching support for advisors who are exiting the firm. This offers a confidential space for them to process the transition, manage both the emotional and professional aspects of the change, and receive guidance as they prepare for their next steps. The goal is to help advisors move through the transition with clarity and dignity while maintaining a constructive relationship with the firm.

We will meet for 1 hour via Zoom or phone call (to be determined by the advisor.)

I will be available via email, Monday - Thursday, for 1 week following our last session.

Professional Development Coaching for Advisors:
3-Month engagement = $3200 per advisor

One-on-one coaching for advisors who want to continue strengthening client relationships, deepen their communication skills, and navigate complex financial conversations with greater confidence. In addition to professional development, coaching also supports advisors in maintaining the personal clarity, balance and wellbeing that contribute to sustained performance in a demanding profession.

We will meet bi-weekly for 1-hour, for three months, via Zoom or phone call (to be determined by the advisor.)

Advisors will have access to me via email Monday - Thursday throughout our 3- month engagement. I will reply to all emails within 48 business hours.

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